Wealth Management Consultant (Investment)

Roles & Responsibilities

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80863812

or email

jiawei@placement.com.sg

Overview

This role is for a Wealth Management Consultant (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position involves client acquisition, portfolio management, and long-term relationship building in a client-focused environment.

It offers a performance-driven career with structured development, mentorship, and opportunities to build recurring income.
This role combines client acquisition, advisory, and relationship management, with a strong emphasis on delivering investment solutions and maintaining long-term client trust.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Review both prospective and existing client portfolios
• Propose tailored investment and insurance solutions based on client needs
• Manage and retain client relationships
• Respond to client enquiries in a professional manner
• Service and review financial portfolios to support long-term client engagement

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven, entrepreneurial mindset with problem-solving ability
• Passion to make a meaningful impact
• Ability to work independently as well as in a team

Benefits & Development

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Incentive trips
• Opportunity to build recurring income streams
• Professional development and mentorship

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Tell employers what skills you have

Wealth Management
Financial Statements Analysis
Investment Advisory
Valuation
Financial Planning
Interpersonal Skills
Wealth Accumulation
RESPOND TO CLIENTS
Portfolio Management
Life Insurance
Financial Modelling
Customer Service
Business Development
Financial Services
Able To Work Independently